I'm trying to create an indented hierarchy list in Excel from a source data set.
The source data set has 3 levels (department, municipality and city).
I tried many different formula but honestly I cannot find the right system. Actually it's not even a matter of formula, what I'm missing here it's logic, honestly.
It would be easy to do it manually but since I have more 8000 rows it would be also pretty time consuming.
This is the format of the source data:
And this is what I'd like to achieve:
Any suggestion on how to proceed would be very appreciated.
Thanks,
Stefano
Create a pivot table with your categories in the row field and any
of them additionally as a data field.
Change the report layout to Outline form
Copy / Paste Values
I was able to accomplish this with a pivot table...
Related
I am trying to create a simple pivot table which will tell me how many community residents reported a particular problem, and what percentage of them reported each problem type. I have a data set with name, and then columns for each type of problem. Here's an small sample of the data set:
I have created a pivot table which sums each of these columns and also provides me the total number of people who reported any type of problem at all. Here's what I have:
I want to add a second column to this pivot table that gives the percent of times each problem type was reported. Sounds simple, but because of the structure of the original data set, I can't figure out how to do it. I can set up formulas outside of the Pivot Table which reference the table, but in doing so I forfeit the ability to graph the percentages on a pivot chart. Any ideas how to create a calculated field for this pivot table?
Just to be clear, what I want is something like this, except all contained in the structure of the pivot table:
Edit: I've changed the example of the data set. Here's an explanation of the pivot table. The values under the "# Reporting Issue" column are counts of all the 1's under each corresponding column in the data set. This meant that I had to add each row to the pivot table independently, as you can see here:
I'm open to the idea that I need to change the formatting of the data set, but I'm not sure of the best way to do it. This was set up initially because it allowed for easy compilation into a data table, but Pivot Tables seem to be a different story.
Hopefully this edit clarifies things.
You need to unpivot your data so that you turn it into a Flat File...something that the PivotTable can consume properly.
The easiest way is to use something called PowerQuery, which is baked in to Excel 2016 but available as a free addin from Microsoft for any other versions. Google PowerQuery Unpivot and you will turn up hundreds of tutorials, such as this one from my good pal Chandoo . PowerQuery looks slightly daunting at first to a first time user, but it is freakin easy once you get your head around how to use it. PQ is by far the best addition to Excel in years. PowerPivot being a close second.
If you can't install PowerQuery, then you can use your current data structure to make a 'staging pivot', and then drag the Values label that will appear in the Columns area to the bottom of the ROWS pane, like in this excerpt from a book I'm writing:
Note that my Year categories are equivalent to your Issues categories.
That will emulate the flat file layout you’re after. All you need to do then is turn this intermediate PivotTable back into a normal range, change that Values heading to Issue, and add a Count heading and you’ve got the flat file you need to build a useable PivotTable.
You can also use VBA. Google Unpivot VBA and turn up hundreds of results, including this blazingly fast code I posted some time back. (Look for the code under the —Update 26 November 2013— heading.)
You can also use the DoubleClick extraction trick.
I have to work with a large excel sheet that I get as our accounting program output. My job is to make it presentable for the CEO.
I made macros that get me this far but it's still not in the shape he wants it. As it is a very large table I would be very happy to find a way to automate it because it takes me a long time to make it presentable by hand.
The job has some logic to it so I hope someone has an idea how this could be solved.
What I have got so far:
Picture 1
And this is what I want it to be - separated by company name, and summed by saldo.
Picture 2
Your picture1 table is a good start. From that data source create a PivotTable. Put in rows of PivotTable every column name except SALDO, which you should put in values field. Now select PivotTable=>go to Design tab=>Report Layout=>Show in Tabular Form. After you changed layout to tabular, remove all Subtotals except Company Subtotal. If everything done correctly, you should have something similar to picture below.
I'm using pivot tables to structure my statistics.
I have recently been making changes to the data set and then created a new pivot table. However, this time there are duplicates in the row labels. For example, there is a duplicate of "1". Before it was 12345678 as row labels, however, currently it is 112345678.
Any idea of what my causing this?
Thanks!
For a pivot table to have information within it, it has to be referencing some data that resembles this... If you can provide a little more information you may get some help but the information provided is very limiting.
Also check out if the data source is all formatted as text or numerics.
I have got two adjacent tables. When I apply data filter on first table, it filters the whole row hiding rows from 2nd table as well. How do I restrict filter to only the first table range?
To answer your direct question How do I restrict filter to only the first table range? the answer is - you can't.
Reading the comments it seems what you need is to display the filtered table data next to a chart and another table. There is a little know tool in Excel that you can use to achieve this - the Camera Tool. With this you can create a dynamic image of a range and place it where you want. The image updates when a filter is applied to the source range, without affecting the rows on the Dashboard sheet.
Screenshots to demonstrate:
Setup with tables on seperate sheets, and camera images beside chart on dashboard sheet
With Filter applied to Table A
The Camera tool is not on the Ribbon (Excel 2010) or the standard toolbars (Excel 2003). You need to add it using Customisation. (Add to Qucik Access Toolbar in 2010 or Tools/Customisation Menu in 2003)
Unfortunately you won't be able to do that. When you filter, it filters the entire row (something to think about would be how the row number would display if that weren't the case). You will need to restructure your setup if you wish to prevent that (not sure of your particular use case, so sorry I can't give a more specific suggestion).
I had a similar issue, where i had a table I wanted to remain static - like a key, but wanted to filter the main table.
To get around this, I copied the static table, and pasted it as an image. This way, when you filter on the main table, the image remains where you have put it.
A simple workaround for this general issue that others may have mentioned (but I don't see here):
You can't filter just a range (e.g. a few columns in a spreadsheet), but you can sort just a range. And by sorting the range, then deleting some blocks of unwanted cells in the range, then sorting the range back to the original order, you can fake a filter.
A bit clunky, but easy for some jobs if you're careful.
I have a series of table in Excel worksheets, all of them holds same data types, one table for one item, and how some values changed over time in each table column.
I want to create a excel graph/chart for each of this table, with same formatting, only the data should be different.
When I copy each from single graph to create many, the table link doesn't change and I have to do that manually, which is difficult because there are number of tables.
Is there any better solution? Thank you
The dirtiest solution is to simply use VBA to automate these changes.
I finally copied and pasted the same graphs for each table, undo the old links and linked each table separately. I was looking for a easier way than this because even this is difficult with number of tables increasing. Thank you.